Post Fiat - Centaur Docs

Item	Vault details
Lighter pool	Centaur Strategies: Post Fiat
Tracked trader	@goodalexander
Style	Long/short equities and macro
Fee usage	Depositor loss rebates

@goodalexander is not affiliated with Centaur. This vault trades Centaur’s interpretation of public posts, not the trader’s book. See Disclosures & Disclaimers.

Description

Long/short equity and macro book built from @goodalexander’s public posts. Positions are held until he signals an exit or a level is hit, even when Centaur’s automated position tracking has closed them.

Current portfolio

Snapshot: 2026-09-27 19:33 UTC. Vault NAV: $5,184.

Market	Side	Size	Avg entry	Value ($)	Unrealized P&L ($)	Leverage
AAPL	Short	3.023	333.65	1,029	-20	2x
GOOGL	Short	2.317	345.26	798	+2	2x
META	Long	1.607	650.58	1,204	+159	2x
SNDK	Long	0.2296	1,633	409	+34	1x
ORCL	Long	7.9527	144.87	1,096	-56	3x
BABA	Long	12.8188	109.23	1,419	+19	1.5x
SPCX	Short	6.7463	149.79	1,005	+6	2x
TENCENT	Long	9.103	54.92	551	+51	1x

Trade log

All trades from the vault’s Lighter trade history. Fills in the same market, side and minute are merged into one row, priced at their volume-weighted average. Times are UTC. X post links to the tracked trader’s post that each trade is mapped to; ”—” means no mapped post.

Time (UTC)	Market	Action	Size	Avg price	Notional ($)	X post	Notes
2026-09-11 17:33	META	Open long	3.4573	650.58	2,249	Sep 4	Launch position. Trader: does not own enough META.
2026-09-11 17:34	SPCX	Open short	7.3485	149.73	1,100	Aug 30	Launch position. Trader called short SPCX and Anthropic; Anthropic excluded (isolated-margin only on Lighter).
2026-09-11 17:34	AAPL	Open short	2.695	333.79	900	Sep 9	Launch position. Explicit “Apple short”.
2026-09-12 03:33	BABA	Open long	13.7324	109.23	1,500	Aug 30 Jul 20	Long “select chinternet” (Aug 30); BABA long disclosed Jul 20.
2026-09-12 04:14	TENCENT	Open long	9.103	54.92	500	Aug 30	Chinternet expression. No Tencent-specific post found.
2026-09-12 13:21	CHIP	Open long	10,425.3	0.0480	500	Sep 12	”$chip coded” reply. Extraction marked assumed.
2026-09-12 14:58	CHIP	Reduce long	2,001.2	0.0499	100	—	Partial trim (~19%).
2026-09-12 14:58	SNDK	Open long	0.2449	1,633	400	Sep 11	”Kioxia Sandisk”. Kioxia not listed on Lighter; SNDK only.
2026-09-12 14:58	SPCX	Add short	1.6648	150.15	250	—	Size-up. No new post.
2026-09-12 14:58	AAPL	Add short	0.75	333.30	250	—	Size-up. No new post.
2026-09-12 15:07	SNDK	Add long	0.0612	1,633	100	—	Size-up.
2026-09-12 15:07	META	Reduce long	0.2232	649.48	145	—	Rebalance.
2026-09-14 11:03	META	Reduce long	0.9399	653.88	615	—	Rebalance to fund ORCL.
2026-09-14 11:03	SPCX	Add short	0.0917	148.30	14	—	Size-up.
2026-09-14 11:03	AAPL	Add short	0.602	333.44	201	—	Size-up.
2026-09-14 11:04	ORCL	Open long	8.6505	144.87	1,253	Sep 13	Reply: “there, heavily, as of the Friday close”. Extraction is retrospective.
2026-09-15 08:25	SPCX	Reduce short	2.3587	148.24	350	—	Rebalance to fund GOOGL short.
2026-09-15 08:25	AAPL	Reduce short	1.024	330.84	339	—	Rebalance to fund GOOGL short.
2026-09-15 08:25	META	Reduce long	0.1516	659.63	100	—	Rebalance to fund GOOGL short.
2026-09-15 08:25	BABA	Reduce long	0.9136	109.19	100	—	Rebalance to fund GOOGL short.
2026-09-15 08:25	ORCL	Reduce long	0.6978	143.22	100	—	Rebalance to fund GOOGL short.
2026-09-15 08:29	GOOGL	Open short	2.317	345.26	800	Sep 15	”ChatGPT will devour Google”, called a high-confidence bet.
2026-09-15 18:49	CHIP	Close long	8,424.1	0.0364	307	—	Full exit, ~24% below entry. Trigger not recorded.
2026-09-22 13:41	SNDK	Reduce long	0.0765	1,855	142	—	25% trim at 1,855.
2026-09-24 19:50	META	Reduce long	0.5356	780.00	418	—	25% trim at 780, ~20% above average entry.

Last modified on September 29, 2026